| IVHIX | PHYEX | IVHIX / PHYEX | |
| Total Expense Ratio | 0.63 | 0.91 | 69% |
| Annual Report Gross Expense Ratio | 0.71 | 0.95 | 75% |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 0.077 | 0.522 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 21.2B | 9% |
| Annual Yield % from dividends | 6.60 | 6.52 | 101% |
| Returns for 1 year | 5.19 | 7.33 | 71% |
| Returns for 3 years | 19.52 | 26.11 | 75% |
| Returns for 5 years | 17.68 | 19.46 | 91% |
| Returns for 10 years | 81.79 | N/A | - |